+259.2%
ASX vs MDY
+15.4%
+243.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -0.7% | +6.7% | +7.3% |
| 7D | +6.3% | +1.0% | +5.3% | +4.1% |
| 30D | +6.4% | -3.1% | +9.5% | +13.1% |
| 3M | +13.1% | +1.8% | +11.3% | +12.1% |
| 6M | +90.3% | +10.8% | +79.5% | +72.0% |
| YTD | +149.6% | +14.4% | +135.2% | +120.6% |
| All | +259.2% | +15.4% | +243.7% | +211.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded MDY wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling